Latest Institutional Sells of Ishares Currency Hedged Msci E (HEFA)
This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.64M- 53.78% |
$90.8M - $94.7M
|
2.27M
$82.5M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-313K- 50.35% |
$10.8M - $11.2M
|
308K
$11.2M
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-32.8K- 20.92% |
$1.13M - $1.18M
|
124K
$4.51M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-21.4K- 59.87% |
$737K - $768K
|
14.4K
$522K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 9.65% |
$632K - $659K
|
172K
$6.25M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-16.2K- 15.44% |
$559K - $583K
|
88.9K
$3.24M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 10.3% |
$538K - $561K
|
136K
$4.96M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.8K- 97.86% |
$407K - $424K
|
258
$9.39K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 7.24% |
$387K - $403K
|
144K
$5.24M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9.9K- 6.22% |
$341K - $355K
|
149K
$5.43M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.48K- 19.67% |
$292K - $304K
|
34.6K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.7K- 53.32% |
$265K - $276K
|
6.74K
$245K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.5K- 39.87% |
$258K - $269K
|
11.3K
$412K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.81K- 85.03% |
$200K - $208K
|
1.02K
$37.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.56K- 25.83% |
$191K - $199K
|
16K
$581K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.04K- 8.2% |
$173K - $181K
|
56.4K
$2.05M
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.18K- 4.11% |
$110K - $114K
|
74.2K
$2.7M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.02K- 15.27% |
$104K - $108K
|
16.7K
$610K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.99K- 7.38% |
$103K - $107K
|
37.6K
$1.37M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.93K- 27.89% |
$101K - $105K
|
7.57K
$276K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.53K- 16.34% |
$87K - $90.7K
|
12.9K
$471K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.27K- 7.31% |
$78.2K - $81.5K
|
28.8K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 2.07% |
$77.8K - $81.1K
|
107K
$3.9M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.18K- 1.88% |
$74.9K - $78K
|
114K
$4.14M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.74K- 1.12% |
$60K - $62.5K
|
153K
$5.58M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 99.94% |
$58.9K - $61.4K
|
1
$36.4
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.45K- 16.11% |
$49.8K - $52K
|
7.54K
$274K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.41K- 94.39% |
$48.7K - $50.7K
|
84
$3.06K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.18K- 9.29% |
$40.4K - $42.2K
|
11.5K
$418K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17K- 3.02% |
$40.3K - $42.1K
|
37.7K
$1.37M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.08K- 35.42% |
$37.3K - $38.9K
|
1.98K
$71.9K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-926- 0.8% |
$31.9K - $33.2K
|
115K
$4.19M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-778- 28.78% |
$26.8K - $27.9K
|
1.93K
$70.1K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 3.67% |
$23.8K - $24.8K
|
18.1K
$660K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-627- 2.28% |
$21.6K - $22.5K
|
26.9K
$977K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-496- 1.44% |
$17.1K - $17.8K
|
33.9K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-320- 3.0% |
$11K - $11.5K
|
10.3K
$376K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-287- 1.18% |
$9.88K - $10.3K
|
24.1K
$877K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-79- 1.27% |
$2.72K - $2.83K
|
6.13K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 39.0% |
$2.68K - $2.8K
|
122
$4.44K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-71- 3.35% |
$2.44K - $2.55K
|
2.05K
$74.6K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 0.62% |
$1.38K - $1.44K
|
6.44K
$234K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-15- 0.16% |
$516 - $538
|
9.24K
$336K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$34.4 - $35.9
|
142K
$5.16M
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2M- 64.37% |
$427M - $473M
|
7.31M
$266M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.57M- 32.52% |
$83.1M - $92.1M
|
5.33M
$194M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3M- 45.79% |
$74.4M - $82.4M
|
2.72M
$99.1M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08M- 84.19% |
$67.2M - $74.5M
|
390K
$14.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.96M- 90.06% |
$63.5M - $70.4M
|
217K
$7.89M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.72M- 3.52% |
$55.5M - $61.5M
|
47M
$1.71B
|